Post on 24-Feb-2016
description
+
Gulf of Maine AssociationWork Session Wednesday, 6 August 2013
Juli Beth Hinds, AICPBirchline Planning LLC
Fund Development Work Session
+Today’s Big Headings: GOMA: What does an “Independent and invigorated GOMA”
Look like Have as its purposes Do that’s different and distinct from the Council Need to do, to get from here to there
Geographic appropriation/funding Identifying & securing grants IJC, WERF & Endowment Given the above, today’s Work Products:
GOMA statement of purpose Messaging & PR Plan GOMA/Council/Working Group decisions & timeframes Use of Fund Development budget resources World peace & drinking water shortages solved
Parking lots:• GOMA/Council
distinctions• Fund development
targets• Projects &
research topics• Contractor,
volunteer & staff responsibilities
• Messaging & PR
+Today’s Objectives: Internal Issues
Moving from operating in “Emergency Mode” to a more regularized plan
Staff roles for coordinators, other contracted staff Best use of budgeted resources & volunteer resources
Messaging and “Briefing Up” Action Items:
What are the ESSENTIAL PRE-REQUISITES for each funding source? Who is best to carry these out? What resources are needed? In what order & on what timeframe? (Priority) How do we know if it’s working?
+Your packet worksheets:
1. GOMA Statement of Purpose/Organization
2. Messaging
3. Specific funding sources
4. Fund development RFPs
To the extent it is workable for you: please fill in ideas, thoughts, comments, barbed remarks using (more or less) the format shown
Feel free to noodle on these AFTER the work session for the final summary
If the format doesn’t work for you, DON’T USE IT!
+PEER ORGANIZATIONS“IF EVERYONE ELSE JUMPED OFF A CLIFF, WOULD YOU, TOO?”
- MOM
+Key Features to Consider Engages in independent fundraising vs. managing public
grants/fiscal agent activity Formal vs. de facto coordination with a government
function, program or agency Advocacy/lobbying functions? Part of a geographic funders network? Mission truly independent of and distinct from
governmental body Drivers – who makes it work? Membership and/or volunteer focus?
+Some examples with different salient features:Organization Budget Staff Distinction/
GeographyLake Champlain Basin Program
PQ/NY/VT
Chesapeake Bay Foundation
$25 million 45+ PA/MD/VA
Gulf of Mexico Foundation
@ 4 TX/LA/MS/AL/FL
Wells Reserve/ Laudholm Trust
@ $675,000 (varies)
20 (both organizations)
Wells Reserve
+LAKE CHAMPLAIN BASIN PROGRAM (NY/PQ/VT) www.lcbp.org
Congressionally-designated Manages Federal appropriation
through the US Army Corps of Engineers
NEIWPCC is fiscal agent No formal relationship to
governments of VT, NY or PQ – but – recognized as credible source of scientific information
Does not do independent fundraising or advocate
Builds technical capacity through mini-grants
Lake Champlain Committee – advocacy, education, membership
Lintillhac Foundation – funding for advocacy, some projects
Waterwheel Foundation – funding for advocacy, projects
CLF – Vermont VT/NY/PQ Departments of
Environment
LCBP Other Funders & Interests
+Chesapeake Bay Foundation & Program Office
Strong watchdog/advocate role: “Education, advocacy, litigation, restoration”
Do promote corporate partnerships and fundraising
Not explicitly fundraisers to support government functions, but can have this effect
2009 established joint program of USDA and EPA
EPA + Bay jurisdictions (states)
Focus on partnerships for TMDL implementation
Tracking: ChesapeakeStat Budget range @ $70
million/yr
FOUNDATION EPA/USDA PROGRAM OFFICE
+ Gulf of Mexico Foundation & Gulf of Mexico Alliance
(GOMA)Uh-oh
Most similar to GOMA/Council…larger geography and just as few staff.
Formal partnership of States, include NGOs plus a Business Advisory Council
Includes a 13-agency Federal Workgroup
Research, coastal & marine spatial planning, habitat restoration are three initiative areas; actively working with National Fish & Wildlife Foundation
GOMA II: Gulf of Mexico Foundation VERY similar habitat, education & fundraising
components Pass through for NOAA restoration funding Work closely with Coastal America foundation **Solicit and receive significant corporate
donations ($10k/year as basic subscription) Not explicitly tied to GOMA II, but part of its
NGO board Has not updated website since January
2013… http://www.gulfbase.org/organization/
+Gulf of Mexico Foundationhttp://www.gulfmex.org/
+Wells Reserve at Laudholmhttp://www.wellsreserve.org/about/
National Estuarine Research Reserve system (NOAA)
The Reserve operates & maintains the buildings and conducts research
Explicitly focused on raising matching funds for Federal grants
Seeks charitable contributions, holds events
WELLS RESERVE
LAUDHOLM TRUST
+Stuff from Board presentation …which may or may not be useful.
+MESSAGING and “Briefing Up” CONVENING DIALOGUE: The Council is the principal regional
forum for discussion and technical exchange Established and continuing forum for bi-national dialogue “Organization of Record” for marine environment issues
HABITAT RESTORATION: The Council builds technical capacity to carry out habitat restoration throughout the watershed. Project quality – drawing on a true “A-Team” Project tracking Developing technical capacity through partnership grants
SCIENCE and DATA SYNTHESIS (ESIP/Gulfwatch/Climate Change): The Council conducts research and data synthesis to inform public policy and decision-making, work that otherwise would not be carried out. Exceptional quality of participants Independence Cost efficiency
+Fund Development Goals:Publicly Directed Work: $1.1 million/year
IDEAL: $1.1 million in year-to-year activities funded by $20 million endowment plus project specific funding and grants
FUND DEVELOPMENT RECOMMENDATIONS: (1) Pursue endowment; (2) federal authorization; (3) special IJC project request; (4) WERF; (5) continued application for public grants
+Fund Development Goals:Non-Profit Led Work, $1.1 million/year
IDEAL: $1.1 million in year-to-year activities funded through partnerships, grantsFUND DEVELOPMENT RECOMMENDATIONS: (1) Organizational partnerships for coordinator, projects; (2) short-term funding if needed from community foundations; (3) donor-directed foundations; (4) mitigation funds; (5) public and foundation grants
+Recommendation: Approaching the U.S. Delegation & Coordinating Canadian Funding MUST be handled with exceptional thought and care
through experienced US agencies, Congressional offices
Successful geographic focus examples: Great Lakes Restoration Initiative; Chesapeake Bay (USGS program, EPA Region 3 program, Foundation); Lake Champlain Basin Program
Coinciding with 2014 Coastal Zone Canada & Council’s 25th Anniversaries
Protecting the remaining unimpaired coastal ecosystem